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  1. Home

Latest Blogs and Commentary

July 22, 2025

Analysis: Edge AI chips Aren’t Coming to Smart Home Devices in the Near Future

Smart Home AI is moving to the cloud—not the edge. Our latest market study finds just 5% of the $7B Smart Home AI market will use edge AI chips by value.

July 22, 2025

Semiconductor Analytics – July 16, 2025

Weekly semiconductor sales and 13-week MA trends by segment—covering DRAM, NAND, Logic, Analog & Power, and Auto—via our semiconductor analytics platform.

July 22, 2025

Company Earnings: Q2 2025 ASML

Key insights on ASML’s demand and supply trends from their latest quarterly earnings, essential for tracking semiconductor equipment market dynamics.

July 22, 2025

Tracker: Global Wearables Vendor Value Share Q1 2025

Quarterly global wearable market report covering revenues, ASPs, shipments, and vendor share—driven by smartwatch gains and Apple’s continued value dominance.

July 22, 2025

Narrative: Tablet Apps Processor Market Share Q1 2025

Track quarterly tablet applications processor market trends, including vendor shares, shipments, and ASPs—led by Apple’s 65% revenue dominance in Q1 2025.

July 22, 2025

Analysis: Electronic Forecast Overview Q2 2025 Update

Quarterly forecasts of global OEM electronics production by application, plus macroeconomic, GDP, and PPP data from 1984 through the next 5 years.

July 17, 2025

Narrative: Global Fitness Band Vendor Value Share by Price-Tier Q1 2025

Global fitness band revenues fell 12% in Q1 2025, marking 20 straight quarters of decline. Tracking shipments, pricing, and vendor trends from 2016–2025.

July 17, 2025

White Paper for HANMI

HANMI earns 4.5 stars in TechInsights' 2025 Supplier Awards, with improved scores across 9 areas. Report reveals key drivers of strong customer satisfaction.

July 17, 2025

2025-07-14 - SEMI Equipment Units by OEM

Annual shipment breakdown from top OEMs by tool category: Lithography, CMP, Ion Implant, Deposition, Etch, Clean, and Process Diagnostics.

July 17, 2025

White Paper for ASMPT

ASMPT ranks 3rd in TechInsights' 2025 Global Semiconductor Supplier Awards, earning top marks for Field Engineering Support with a 9.0 rating.

July 17, 2025

Narrative: Wireless Services Global Market Update – 5G Drives Growth Amidst Geopolitical Uncertainty

Global wireless subscriptions will rise to 9.61B by 2030, driven by 5G. This forecast covers revenue, tech, and device trends across 88 markets.

July 17, 2025

NVIDIA Launches New Switches with TSMC's Co-Packaged Optics

NVIDIA adds co-packaged optics to Quantum‑X and Spectrum‑X switches, promising major power and performance gains for hyperscale data center interconnects.

July 17, 2025

Handset Vendor Market Share for 60 Countries: Q1 2025

Global handset shipments fell -1.5% YoY in Q1 2025. Apple, Samsung, and Xiaomi led in 60 key markets that made up 86% of global volumes.

July 17, 2025

Analysis: Tariff Reckoning 2.0

TechInsights offers an update on the Trump Administration’s tariff stance as of July 2025, focusing on the imminent end of the 90-day tariff pause announced in April, new tariffs on Japan and South Korea, and new sectoral tariffs.

July 16, 2025

Narrative: Global Wearables Shipment Forecast by Type by Vendor by Quarter 2017 to 2025: Q1 2025 Update

Global wearables to grow 2.1% in 2025 after 3 years of decline. Analysis includes vendor trends and quarterly forecasts by device type.

July 16, 2025

Forecast: Global Wearables Shipments by Type by Vendor by Quarter 2017 to 2025: Q1 2025 Update

Global wearables to grow 2.1% in 2025 after years of decline. Report tracks quarterly shipments by device type and vendor through 2025.

July 16, 2025

Market Data: Smartphone On-Device AI Market Model - Q1 2025

Smartphone AI AP shipments rose 9% YoY in Q1 2025. Report tracks vendor trends, premium mix, and rise of generative AI through Q4 2025.

Identifying Product Hotspots Guides Targeted Redesigns, Supplier Collaborations

July 16, 2025

Identifying Product Hotspots Guides Targeted Redesigns, Supplier Collaborations

A leading electronics manufacturer needed to produce comprehensive PCFs to support its carbon reduction goals. But the process was plagued with gaps and inconsistencies.

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